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RB SEC, Schwab, and Michael Kitces all improbably allied successfully to 'protect' sub-$1 billion RIAs by reclassifying them as 'small,' but move may create vulnerability – the Commission gained leverage to push firms to state registrationWT The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.comIN Elon Musk touts data centers in space at Baron Investment ConferenceIN Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen dealsWM Osaic's CW Advisors Announces 3 of 8 Planned Acquisitions This YearFP Passing the CFP retake — tips from second-time success storiesIN Why $66 billion mega-RIA Carson Group stays out of South FloridaWM Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline WorkersFP Fees drive revenue growth as Edward Jones adds advisors, assetsIN LPL advisor, South Carolina state senator, elected to U.S. Congress
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 17121
    ATB Capital Markets USA Inc.Calgary, Alberta, CanadaBroker-dealer firmHybridATB Capital Markets Corp., ATB Securities Inc.
    No custodian reported
    $0
  2. 17122
    Q Wealth USA Inc.Toronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  3. 17123
    UTI Asset Management Company LimitedMumbai, Maharashtra, IndiaAsset managerHybrid
    No custodian reported
    $0
  4. 17124
    White Rock Resources Holdings, LLCPlano, TX · 2 clientsAsset manager
    No custodian reported
    $0
  5. 17125
    Third Point Private Capital LLCNew York, NYAsset manager
    No custodian reported
    $0
  6. 17126
    Cestrian Capital Research, IncAsset manager
    No custodian reported
    $0
  7. 17127
    United Advisors Investment Management, LLCNew York, NYAsset manager
    No custodian reported
    $0
  8. 17128
    Forvm Global Investments LLCNew York, NYAsset manager
    No custodian reported
    $0
  9. 17129
    Van Soldat Wealth LLCAsset manager
    No custodian reported
    $0
  10. 17130
    Bearbull InvestmentsDublin 2, IrelandAsset manager
    No custodian reported
    $0
  11. 17131
    Instinet, LLCNew York, NYBroker-dealer firmHybridDelaware Distributors, L.P., Instinet Australia PTY Limited
    No custodian reported
    $0
  12. 17132
    New Street Research LLPLondon, United Kingdom · 421 clientsAsset manager
    No custodian reported
    $0
  13. 17133
    Pension Fund Evaluations, Inc.Centereach, NY · 21 clientsBroker-dealer firm
    No custodian reported
    $0
  14. 17134
    Quan Vest Consultants IncManhasset, NY · 45 clientsAsset manager
    No custodian reported
    $0
  15. 17135
    Honestly Financial LLCVancouver, British Columbia, CanadaAsset manager
    No custodian reported
    $0
  16. 17136
    Zulauf Asset Management AGBaar, Switzerland · 140 clientsAsset manager
    No custodian reported
    $0
  17. 17137
    Alkeme Investments LLCScottsdale, AZAsset manager
    No custodian reported
    $0
  18. 17138
    Absolute Strategy Research ServicesLondon, United Kingdom · 49 clientsAsset manager
    No custodian reported
    $0
  19. 17139
    Bellwether Consulting LLCMillburn, NJ · 17 clientsAsset manager
    No custodian reported
    $0
  20. 17140
    Fmac Management LLCNew York, NYAsset managerHybridFortress Capital Formation LLC, Fortress Wealth Solutions LLC
    No custodian reported
    $0
  21. 17141
    PlootusNew Haven, CT · 5,500 clientsAsset manager
    No custodian reported
    $0
  22. 17142
    Levine, David AlanAsset manager
    No custodian reported
    $0
  23. 17143
    Bark Securities, LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  24. 17144
    Nexus Risk Management, LPToronto, On, CanadaAsset manager
    No custodian reported
    $0
  25. 17145
    Kaizen Capital Partners LimitedCauseway Bay, Hong KongAsset manager
    No custodian reported
    $0
  26. 17146
    Swiss American Advisors LTD.Zuerich, SwitzerlandAsset manager
    No custodian reported
    $0
  27. 17147
    Africa Mutual Global Investment Management IncAccra, GhanaAsset manager
    No custodian reported
    $0
  28. 17148
    VantheonAustin, TXAsset manager
    No custodian reported
    $0
  29. 17149
    Xueqiu Holdings LimitedBeijing, China · 5 clientsAsset manager
    No custodian reported
    $0
  30. 17150
    Access Equity Management LimitedLondon, United Kingdom · 11 clientsAsset manager
    No custodian reported
    $0
  31. 17151
    Standard Valuations, Inc.White Bear Lake, MN · 100 clientsAsset manager
    No custodian reported
    $0
  32. 17152
    Cedargold Consulting Inc.Asset manager
    No custodian reported
    $0
  33. 17153
    NPW USAOakville, Ontario, CanadaAsset managerHybridNour Private Wealth Inc.
    No custodian reported
    $0
  34. 17154
    ETB ConsultingIrvington, VAAsset manager
    No custodian reported
    $0
  35. 17155
    MLR Retirement Services8 clientsAsset manager
    No custodian reported
    $0
  36. 17156
    Chanakya Capital PartnersTrianon, MauritiusAsset manager
    No custodian reported
    $0
  37. 17157
    NaseebAsset manager
    No custodian reported
    $0
  38. 17158
    Rovia Advisors LLCBangalore, Kamataka, IndiaAsset manager
    No custodian reported
    $0
  39. 17159
    Mercor InvestmentSan Andres Cholula, Puebla, MexicoAsset manager
    No custodian reported
    $0
  40. 17160
    1291 Group of the AmericasHamilton, BermudaAsset manager
    No custodian reported
    $0

RIAs by state